Uplevel By Design, LLC is a fractional, virtual, multi-family office serving self-made business owners who want their financial and business planning coordinated in one integrated strategy. Founded by Edward Collins, the company focuses on four pillars: asset protection, tax reduction, wealth accumulation, and intentional legacy planning. Its approach is designed to help entrepreneurs protect what they have built, preserve more of their income, grow wealth, and plan how it will be transferred.

The Uplevel Entrepreneur Program offers three levels of support. Curriculum membership provides a blueprint and operating system for business owners who prefer to learn and implement independently. Coaching membership combines guidance with group learning alongside other entrepreneurs. Consulting membership offers a customized plan developed by the team, with one-to-one instruction on its implementation. Uplevel By Design also offers The Workshop on Tax Reduction, a live working session and entry point to its four-pillar framework. The company’s related businesses include Your Books By Design and Collins Lambert. Its educational content is not personal tax, legal, or investment advice.